See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,066 | $85,766-63.8% | $136,294-77.2% | $70,131-55.7% |
| Participation rate | 88.4% | 74.2%+14.2pp | 81.9%+6.5pp | 69.5%+18.8pp |
| Annual return | 12.44% | 31.45%-19.0pp | 5155.94%-5143.5pp | 73.14%-60.7pp |
| Employer contribution / active EE | $974 | $2,966-67.2% | $4,695-79.3% | $2,342-58.4% |
| Participant deferral / active EE | $2,451 | $5,051-51.5% | $6,247-60.8% | $3,332-26.4% |
| Admin fee / account holder | $15 | $5,420-99.7% | $9,243-99.8% | $4,645-99.7% |